Power Islands: The AI Boom Wants Its Own Grid, and the Oil Patch Is Selling the Islands

Podcast: Silicon & Shale Podcast · Silicon & Shale

Opublikowano: 2026-10-21

Derrick and Packer follow the AI build-out as it stops asking the grid for power and starts buying private gas-fired grids, pipe and plant-floor models from the oil patch. The question all episode: what got signed, versus what is actually ordered, permitted or running. In this episode: * Venture Global’s power islands: frame agreements (Oct 15) with GE Vernova and Baker Hughes Energy Services for up to 16 new 720 MW power island units plus transformer equipment, and a “pathway” to up to 10 GW of new compute capacity by the end of 2034, subject to customer commitments. It builds on abo...